Wealth Planner European Clients – Zurich recruitment

Wealth Planner European Clients - Zurich
Ref: 30299
Emmanuel.auperin@ap-executive.com
DL: + 41 44 214 66 21

Our client is now seeking a Wealth Planner to join its team based in Zurich.

The successful applicant will provide support to the private bankers covering primarily the UK and then Europeans clients.

He / she will be expected to analyse clients' circumstances, assets, objectives and preferences in order to develop a tailored and effective service. He / she will structure off/onshore/cross-border common and civil law solutions.

The candidate will be able to demonstrate a successful track record in a similar role and will have a UK law or tax qualification. He / she will have at least four years experience dealing with UK clients. He / she will speak fluent English and ideally German, any other languages would be an asset.

Excellent remuneration package and career opportunities are on offer to the successful candidate.